Winter 2024 Apra Fundamentals: Prospect Research

Winter 2024 Apra Fundamentals: Prospect Research

  • Register
    • Non-member - $575
    • Professional Member - $445
    • Associate Member - $445

Apra is excited to bring you Apra Fundamentals: Prospect Research! Join us for online networking opportunities and learning exercises combined with additional learning in the weeks leading up to the event. You will not only have access to the online community of attendees and faculty experts, but also the opportunity to attend a virtual program taking place on March 11, 13, and 15
 
The program focuses on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations. In addition, the program covers guiding concepts related to prospect research, such as navigating ethical considerations in conducting research, best practices for managing and reporting prospect data and creating quality research products.

  • Contains 6 Component(s), Includes Credits Includes Multiple Live Events. The next is on 03/11/2024 at 11:30 AM (EDT)

    Note: This product is only available for purchase within the Winter 2024 Apra Fundamentals: Prospect Research Bundle Apra is excited to bring you Apra Fundamentals: Prospect Research! Join us for online networking opportunities and learning exercises combined with additional learning in the weeks leading up to the event. You will not only have access to the online community of attendees and faculty experts, but also the opportunity to attend a virtual program taking place March 11, 13, and 15. The program focuses on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations. In addition, the program covers guiding concepts related to prospect research, such as navigating ethical considerations in conducting research, best practices for managing and reporting prospect data and creating quality research products.

  • Contains 34 Component(s), Includes Credits

    Length: approximately 4 hours The Apra Fundamentals: Prospect Research online learning modules focus on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations.

All times are in the Central Time Zone. 


Monday, March 11, 2024

10:30 a.m. - 12:00 p.m.

Welcome and Introduction

Ethics, Privacy and Security Best Practices 

 Through the use of case studies, participants and faculty will explore regulations, considerations, and best practices for the responsible use of data for fundraising.

Prospect Identification 

 Participants work in small groups to identify top prospects for assigned scenarios using a provided data set.

12:00 p.m. - 12:30 p.m.

Optional Q&A: What is your toughest prospecting challenge?


 

Wednesday, March 13, 2024

10:30 a.m. - 12:00 p.m.

Working with Development Officers 

Explore tried and true techniques for prioritizing research requests, establishing standard deliverables, and orienting fundraisers to what research is and your role in it.

Capacity Ratings

Learn about estimating wealth using 5% capacity ratings, real estate holdings, partnerships with vendors and screenings, plus common troubleshooting barriers.

12:00 p.m. - 12:30 p.m.

Optional Q&A: What challenges have you experienced with development officers? Stump us!

 

 

Friday, March 15, 2024

10:30 a.m. - 12:00 p.m.

Creating Research Profiles

 In this group exercise, we will all work together as a team to find available information and distill it in profile format.

Portfolio Management

Faculty will share best practices for portfolio management, prospect identification, and portfolio meetings.

12:00 p.m. - 12:30 p.m.

Final Q&A: Our panel of experts will round out the day by answering your toughest questions.